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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,044 | $71,230-17.1% | $93,727-37.0% | $80,959-27.1% |
| Participation rate | 91.9% | 60.4%+31.5pp | 68.7%+23.2pp | 67.7%+24.2pp |
| Annual return | 9.94% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $4,579 | $1,565+192.6% | $2,421+89.1% | $2,757+66.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,790 | $6,961-45.6% | $8,292-54.3% | $6,925-45.3% |